Salomon & Ludwin’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
17,870
+1,903
| +12% | +$156K | 0.14% | 72 |
|
|
2025
Q1 | $1.23M | Buy |
15,967
+2,207
| +16% | +$171K | 0.13% | 72 |
|
|
2024
Q4 | $1.1M | Buy |
13,760
+28
| +0.2% | +$2.25K | 0.12% | 74 |
|
|
2024
Q3 | $1.09M | Buy |
13,732
+644
| +5% | +$51.2K | 0.11% | 76 |
|
|
2024
Q2 | $955K | Buy |
13,088
+1,103
| +9% | +$80.5K | 0.11% | 81 |
|
|
2024
Q1 | $911K | Buy |
11,985
+1,613
| +16% | +$123K | 0.08% | 96 |
|
|
2023
Q4 | $673K | Hold |
10,372
| – | – | 0.07% | 101 |
|
|
2023
Q3 | $673K | Buy |
10,372
+840
| +9% | +$54.5K | 0.07% | 101 |
|
|
2023
Q2 | $656K | Sell |
9,532
-3
| -0% | -$206 | 0.07% | 98 |
|
|
2023
Q1 | $630K | Buy |
9,535
+147
| +2% | +$9.71K | 0.08% | 96 |
|
|
2022
Q4 | $608K | Buy |
9,388
+2,640
| +39% | +$171K | 0.08% | 99 |
|
|
2022
Q3 | $390K | Buy |
6,748
+468
| +7% | +$27K | 0.06% | 105 |
|
|
2022
Q2 | $380K | Buy |
6,280
+467
| +8% | +$28.3K | 0.06% | 93 |
|
|
2022
Q1 | $409K | Buy |
5,813
+1,869
| +47% | +$132K | 0.06% | 73 |
|
|
2021
Q4 | $280K | Buy |
3,944
+371
| +10% | +$26.3K | 0.04% | 90 |
|
|
2021
Q3 | $237K | Buy |
+3,573
| New | +$237K | 0.04% | 89 |
|
|
2020
Q2 | – | Sell |
-2,180
| Closed | -$77K | – | 159 |
|
|
2020
Q1 | $77K | Buy |
2,180
+430
| +25% | +$15.2K | 0.02% | 76 |
|
|
2019
Q4 | $96K | Buy |
1,750
+759
| +77% | +$41.6K | 0.02% | 77 |
|
|
2019
Q3 | $51K | Buy |
+991
| New | +$51K | 0.01% | 93 |
|